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into equities. it's very interesting. look at the 1,000 and 2,000, large and small cap space, but also defensive versus dynamic, the rally we've seen has been very strong. it's had this very defensive tam boar tambor. it's like this sub tub city -- city constitution effect. global economics, look at the u.s. first. name by name basis. emerging markets. i would think global bonds. longer term investors, commodities from a valuations perspective look attractive. >> commodities? gold? >> not necessarily gold. >> oil? >> dr. copper. the valuations are beginning to pull in a little bit if you've got three to five years which maybe a lot f of people don't have. if you're a longer investor like your clients. just rebalance into that. take a multiasset approach. >> greg, i don't know if you asked those investors who are risk averse that you had in your survey, but where are they putting their money if they're not in the stock market? they're getting nothing from fixed income right now. >> yet they're content with that, it seems. it's cash. it's bonds. this is what concerns me, bill. this is going to req
that says maybe you should move back into tech and out of some of those defensive consumer areas. >> we're not there. we've been advocating what we've been calling stocks with bond-like characteristics for better part of two years and we really pressed that at the beginning of this year. we are not ready to make that change. if through earnings season and as we get into the full april data set you really were to see a significant correction, probably in the overall market but certainly in those capital spend sensitive sectors, then you might get a window to do it. but we would not be doing that today. >> obviously, barry, then the alternative might be to continue to buy some of these defensive names and we see them at the top of the list today. the verizons and pepsis. don't you run into a valuation question there? how expensive do they get when even they are not a good alternative? >> we don't think valuation matters a whole lot for those stocks. we think it is more about the huge tentacle created by fed buying and now bank of japan. some of that buying weakened into the u.s. this is t
workers. absolutely zero. and defense officials may drop the furloughs entirely. homeland security has not furloughed anyone, and it has not cut overtime. so the exact impact is zero. the "washington post" gives away pinocchio's for lying. tonight we are giving dunce caps away, and we will continue to do this. elected officials to make egregiously silly statements. we think our elected officials should be so honored and noted. so we are going to award this to acquire tonight. and he earned it. i think you would agree. fellow democrat, a year from california, the head of the house democratic caucus today warned that the sequester cuts undermine the ability of our cities to respond to terrorist attacks. listen to this. >> so, when those first responders did such a phenomenal job yesterday in boston, chances are the mayor in boston is now having to figure out how to cover for the extra cost involved in having so many people out there for security and emergency medical assistance responding because they get paid so he is now probably getting money from some other part of his budget, the co
trace, hi, jirnlgs as we all know, the department of defense is planning to downsize the military over the next few years as we also conclude our business in afghanistan. do you believe the large amount of dod contractors and military xoert personnel will flood the job market and increase the demand for goods? no, trace, by the way the army and navy don't move that fast. there would be a peace dividend, that happened in the '90. i don't think you should look at this issue in a way to make money off it, though. it's really not a needle-mover. as a matter of fact, it can be negative for a lot of the defense companies, as we know. and they have been under a cloud because of these cuts. here's one from danny in new york. hi, jim, i heard you say considering the downside of an equity that you would consider a stock than a put. please elaborate. danny, i am so glad you sent me this. because if i have created any misperception that i favor shorting stocks, it is completely out of character with all my books and what i used to do with my hedge fund or trading for myself. i always do puts. i ra
and that is the top five. the number five. oklahoma. the state charges the defense cents a gallon including the $0.18 federal gas tax. number for south carolina. the state gas tax under $0.70 for number three new jersey has some of the highest income tax and property tax only charges $0.15 for the gas tax. number to. wyoming. $0.14 gas tax help this state have overall prices $3.33 a gallon. number one states is alaska's only $0.8 on a gallon goes to the government but has the second-highest price only be high range hawaii. the highest gas tax is due york 77-gallon. the whole world is like that with new york. more on unions to infiltrate the charter schools and we bring the latest, the boston bombgs and lou dobbs gives us his take. at tyco integrated security, we consider ourselves business optimizers. how? by building custom security solutions that integrate video, access control, fire and intrusion protection. all backed up with world-class monitoring centers, thousands of qualified technicians, and a personal passion to help protect your business. when your business is optimized like that, we ar
are again, a defensive day by and large. the big question i got early this morning is what the heck happened in germany? i don't have an answer for you, and some people are calling it a mini flash crash. the dax dropped 180 points in like, eight minutes right after the open and i don't have an explanation and there is a series floating around about fat figure trades and it was very unusual to see that. germany is now down eight in a row and we are are down 1.7% in germany. france was down 1.5% and there were many knock-on effects as a result of this and that's all i can tell you about it. carl, i think you were mentioning these ping-pong markets and that's the other big topic overnight. so you are down 234 on monday and you're up 160 on tuesday. you are down 103 on wednesday here and it's very tough for active traders to take positions. you get a lot of complaints about this stuff. you get stripped out every day depending on which side you're buying protection on, going long or going short and it's hard to take positions and it gets frustrating for active traders and of course, you can stand
of the bad parts of it, i.e. europe, and that takes you to what we call defensive growth, defensive growth, as you say, is health care, is tapels, parts of the media, parts of the technology space, as well, clearly defensive growth. and then the other part of the bar bell, we want to take advantage of some of those attractive valuations in equities and in europe. we would rather go into financials selectively and look at those insurance companies, those banks, as well, which is perhaps have sold off more in the market than the recent pullback and look at all of those companies which have improving or strong capital positions. and you end up looking at some of the german insurers and the swiss bank. they look pretty strong for us. >> jonathan, thanks very much for that. . >>> today is also worldwide -- in china, "worldwide exchange" in china day. i'm in hong kong because i've just spent the weekend at the china entrepreneur's club annual meeting of green companies in china. i've just come back from there and the china entrepreneur's club is a group 50, 51 of the leading ceos of the private
? >> well, in essence we've had this outperformance of the more defensive sectors but it is not so much that they're defensive. we're talking about stable cash flows, stable earnings, stable share prices and higher than average dividend yields. david: let me stop you right there. practically everybody says you want to get into dividend stocks. you're saying don't just look at the dividend. it has to have all the elements, stable cash flow and all the other elements? >> exactly. for example the dividend yields last four weeks have suddenly become attractive in the material sector. that is all the stuff leveraged to china. the share prices are fallen and dividends might be at risk. we're talking about with companies with very stable businesses that do have bond-like characteristics throughout the company. this is largely a function of fed policy. the portfolio balance channel while it hasn't done a heck of a lot for real macroeconomic growth has certainly made the bond market more expensive. david: you talk about bond-like charactertics, the main characteristic of bonds they're stable. th
of the samsung galaxy preorders. in australia, defense sectors powered ahead and sensex now trading flat while the country is seen as a big beneficiary to the recent weakness in commodity prices. back to you. >> okay. thanks very much for that. turning our attention to european session as i mentioned just in the last couple minutes here we've turned sharply lower. a sell-off of 0.7 of 1%. decliners outpace advancers by 4 to 1 ratio. the market is scratching around for this particular sell-off. we're down almost three-quarters of 1%. italy down about 0.4 of 1%. presidential selection process will begin tomorrow. here's a look at the bond space to see if we see major moves to echo the concern we've seen across the equity space but not quite. look at spanish and italian debt, they are rallying. here's a look at what's happening across the space. sterling is weaker. we'll hear bank of england minutes out in just a couple minutes time. dollar/yen weakened this morning but not as much as you would expect given the sell-off across commodities. on cnbc.com, london's mayor boris johnson arguing that fa
Search Results 0 to 8 of about 9